Alta Advisers’s Waste Management WM Stock Holding History

Alta Advisers’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$329K	Hold	1,478	–	–	0.07%	125
2026 Q1	$340K	Hold	1,478	–	–	0.12%	121
2025 Q4	$325K	Sell	1,478 -400	-21%	-$85.3K	0.12%	122
2025 Q3	$415K	Hold	1,878	–	–	0.13%	124
2025 Q2	$430K	Hold	1,878	–	–	0.15%	122
2025 Q1	$435K	Buy	1,878 +700	+59%	+$155K	0.19%	108
2024 Q4	$238K	Buy	1,178 +178	+18%	+$38.2K	0.15%	134
2024 Q3	$208K	Hold	1,000	–	–	0.09%	139
2024 Q2	$213K	Hold	1,000	–	–	0.1%	116
2024 Q1	$213K	Hold	1,000	–	–	0.11%	121
2023 Q4	$179K	Hold	1,000	–	–	0.1%	130
2023 Q3	$152K	Hold	1,000	–	–	0.09%	137
2023 Q2	$173K	Hold	1,000	–	–	0.1%	127
2023 Q1	$163K	Hold	1,000	–	–	0.1%	126
2022 Q4	$157K	Hold	1,000	–	–	0.09%	130
2022 Q3	$160K	Buy	+1,000	New	+$165K	0.1%	109

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Alta Advisers's WM Position: Q2 2026 in Review

Alta Advisers held its Waste Management (WM) position steady in Q2 2026 at 1,478 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #125.

Alta Advisers first reported a position in WM in Q3 2022 and has held it in 16 quarters since. The position peaked at $435K in Q1 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Alta Advisers held 1,478 shares of Waste Management worth $329K as of Q2 2026.
Alta Advisers left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.07% of Alta Advisers's portfolio in Q2 2026, its #125 holding.
Alta Advisers first reported a position in Waste Management in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Waste Management position peaked at $435K in Q1 2025.
2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.